HelpConsole 2008 SP3.1

Upgrading to a Newer Version

DupeBlocker can be upgraded to a newer version without having to uninstall the previous version. Upgrading vs. uninstall/reinstall will keep most customizations intact including updates to page layouts, DupeBlocker Settings, Scenario updates etc. Additionally, outstanding Warnings will not be deleted, and DupeBlocker keys will not need to be rebuilt.

The only area that may need to be re-customized after an upgrade is permissions to the DupeBlocker custom objects on custom profiles. Since the upgrade requires the resetting of "Security Levels", Step 3 of the upgrade, all custom profiles will be reset to read only access. If additional access had been granted (i.e. delete for Warnings), this will need to be redone.

Upgrades can only be done with "like" versions (Record Type to Record Type or Non-Record Type to Non-Record Type), and only with production versions of DupeBlocker (starting with 1.0.2).

If a beta version had previously been installed, this version will need to be uninstalled and then a fresh install will need to be done with the current production version. Uninstalling the old version WILL require all customizations to be redone and all existing Warnings will be deleted. In addition the DupeBlocker Keys will need to be rebuilt.

After selecting/downloading the appropriate version from the Force.com AppExchange, begin the upgrade process as follows:

Step 1: Review Package Upgrade Details

Click "Continue".

Step 2 (Salesforce Step 1): Approve Package API Access

Click "Next".

Step 3 (Salesforce Step 2): Choose Security Level

Step 1: Choose security level

Select the "Select Security Settings" radio button.

Step 2: Customize security

Select "Set All" for Non-admin users.

Step 3: Access Level

Optionally, update the access level for specific non administrator profiles to "DupeBlocker Administrator" for profiles that should have full access to the DupeBlocker application including the ability to create/modify scenarios, monitor all warnings etc.

Click "Next".

Note: Non administrator and non DupeBlocker Administrator custom profiles will have Read only access to the DupeBlocker Custom Objects. To increase the access for specific custom profiles, the profile will need to be updated.

More information on customizing profiles to support DupeBlocker can be found in DupeBlocker Basics -> Initial Configuration of DupeBlocker -> Customizing Profiles.

Step 4 (Salesforce Step 3): Install Package

Check the box for "Ignore Apex test....." to avoid potential install problems due to required field settings in Salesforce that will not be detected during the installation tests (i.e. if the default setup for required fields in Salesforce have been altered).

Click "Install".

The upgrade is now installed, follow the instructions to redeploy the upgraded version.

Note: A message may be generated from Salesforce that the package is being installed, and that an email will be sent when complete. In this case once the message is received, you will need to go to Setup->Develop->View Installed Packages and then follow the steps to deploy.

Step 5: Deploying DupeBlocker

Click "Deploy Now" to deploy the application.

Click "Deploy".

The upgrade is now complete!

Note: If upgrading from 1.0.2 to a later version, click on the DupeBlocker Settings tab and enter an email address in the NEW "General Settings" tab to receive DupeBlocker exception emails. If left blank, the current user will be notified. More information on customizing DupeBlocker Setting can be found in DupeBlocker Basics -> Initial Configuration of DupeBlocker -> DupeBlocker Settings.